Dispatchers can personalize the resources they see in Dispatcher Workspace by creating an advanced resource filter that applies every time they open Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher.

Procedure

1. Navigate to Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. Select Filter resources.
4. Select + Advanced filters.
5. Optional: Select a different tab if you're creating a crew, equipment, or contractor filter.
6. Add or edit the filter that you want apply when you open Dispatcher Workspace.
7. Select Set as default.
8. Select Apply.